China

Stanford’s Institute for Human-Centered AI just dropped the ninth edition of its AI Index Report — 400+ pages of data on where AI actually stands. Not where the hype says it is. Not where the doomers think it’s headed. Where it measurably is. The short version: AI is more capable, more adopted, and more expensive than ever. It’s also less transparent, more environmentally destructive, and outrunning every guardrail we’ve built. Here are the numbers that matter. ...

Nvidia’s deepest moat was never the silicon. It was CUDA — the software ecosystem that made every AI developer on Earth, including China’s, completely dependent on Nvidia’s way of doing things. You could build a faster chip, but if developers had to rewrite their entire codebase to use it? Dead on arrival. Huawei just found the side door. The Ascend 950PR, paired with Huawei’s overhauled CANN Next software stack, has reportedly won over ByteDance and Alibaba — two of China’s largest AI consumers. After years of Beijing practically begging its tech giants to go domestic, Huawei may have finally built a chip they actually want to use. ...

Everyone’s fighting over GPUs. Alibaba just changed the question. On Tuesday, Alibaba’s DAMO Academy unveiled the XuanTie C950 — a 5-nanometer server processor built on open-source RISC-V architecture. It’s the highest-performing RISC-V CPU ever made. But the interesting part isn’t the benchmarks. It’s the thesis behind the chip: that AI agents need fundamentally different silicon than AI chatbots. While Nvidia, AMD, and Intel wage war over who can build the biggest parallel processor for training models, Alibaba is making a deliberate bet on what comes after training. And the logic is harder to dismiss than you’d think. ...

Federal agents arrested Super Micro Computer co-founder Wally Liaw on Thursday for allegedly running a $2.5 billion scheme to smuggle Nvidia-powered AI servers to China. The playbook included dummy servers staged in warehouses, hair dryers to peel off serial numbers, and a bribed auditor who skipped inspections to enjoy paid entertainment. This is the biggest AI export control enforcement action in U.S. history. And it reads like a heist movie. ...

Every electric vehicle on the road hides a dirty secret inside its motor. The magnets that make it spin depend on rare earth elements — and China controls nearly 90% of the global supply. One research team just used AI to crack that problem wide open. The Supply Chain Everyone Ignores Here’s the uncomfortable math: over 86% of EV motors sold in 2024 used rare earth permanent magnets. Each vehicle packs roughly 1.5 kilograms of neodymium iron boron (NdFeB) — the strongest permanent magnets money can buy. They’re in your phone, your MRI machine, your wind turbine, and increasingly, your car. ...